Tax return

A tax return is the official form used by individuals and companies in Switzerland once a year to declare their income, assets and deductions. Based on this, the federal government, canton and municipality calculate the taxes owed.

A tax return is an official document that every taxable person and company in Switzerland completes once a year. It discloses income, assets and deductible costs so that the tax authorities can determine the correct tax burden for the federal government, the canton and the municipality.

The process is similar in every canton: after the end of the year you receive the documents or access to the cantonal tax software. You enter your salary statement, bank statements, securities, property, debts and deductions, and submit everything by the deadline. The tax office then reviews your figures and issues the final assessment together with the closing invoice.

In principle, everyone with tax residence in Switzerland needs to file a tax return. Simple situations can often be handled on your own; with home ownership, self-employment, securities portfolios, inheritances or a move abroad, professional support from a fiduciary or tax adviser is worthwhile.

Watch the submission deadline and, if needed, request an extension in good time. Make use of all permitted deductions, such as professional expenses, pillar 3a or medical costs, and keep your receipts. Common mistakes include forgotten accounts, incorrectly declared securities and missed deadlines. The cost of external help depends on the scope and complexity of your situation.

Example

A family in Winterthur bought a condominium last year and is unsure how to correctly declare the imputed rental value, mortgage interest and maintenance costs. They gather their salary statements, bank documents and the property paperwork and hand everything to a local fiduciary office. The office completes the tax return, applies the relevant deductions and submits it to the cantonal tax office on time.

Frequently asked

By when do I have to file my tax return?

The deadline is set by the canton and usually falls in spring. If you need more time, you can generally request an extension, often directly online. It is important to submit the request before the original deadline expires.

Can I complete the tax return myself?

For simple situations with a salary statement and few deductions, this is quite feasible using the cantonal tax software. As soon as home ownership, self-employment or larger securities holdings are involved, professional help is advisable to avoid mistakes and overpaid taxes.

How much does help with the tax return cost?

The cost depends heavily on the complexity of your situation and on the provider. A simple declaration involves little effort, while property, self-employment or several income sources increase it. Ask for a quote or a transparent estimate of the effort in advance.

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